AG
AG

Arlie Wilson Green

14 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

Loading...

Location

9696 Culver Blvd Suite 301, Culver City, CA, 90232

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1995
Final
Other Business Activities

Arlie is the Owner, President, and Managing Principal of Fortress Wealth Management, dedicating approximately 60 hours per month to running the firm and advising clients. Arlie also works as a consultant for Sageview Advisory Group, providing advisory services to corporate defined contribution retirement plans, spending about half their time on this role.

Employment History
Current Registrations
Farther
November 2025 - Present · 3 mos
Sageview Advisory Group, LLC
December 2021 - Present · 4 yrs 2 mos
Fortress Wealth Management, INC.
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
Mjm401k, LLC
January 2018 - December 2021 · 3 yrs 11 mos
Financial West Investment Group, INC.
September 2003 - July 2004 · 10 mos
Financial West GroupBroker
June 2003 - July 2004 · 1 yr 1 mo
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.
Arlie Wilson Green - Financial Advisor | TrueAdvisor